Wealth Enhancement Advisory Services
SLQD icon

Wealth Enhancement Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.71M Sell
75,030
-104
-0.1% -$5.2K 0.01% 1271
2026
Q2 		$3.77M Buy
75,134
+3,742
+5% +$188K 0.01% 1182
2026
Q1 		$3.6M Sell
71,392
-15,192
-18% -$770K 0.01% 1072
2025
Q4 		$4.39M Sell
86,584
-3,212
-4% -$163K 0.01% 1080
2025
Q3 		$4.55M Buy
89,796
+24,250
+37% +$1.23M 0.01% 996
2025
Q2 		$3.3M Buy
65,546
+14,352
+28% +$720K 0.01% 1102
2025
Q1 		$2.57M Buy
51,194
+2,956
+6% +$148K ﹤0.01% 1121
2024
Q4 		$2.4M Buy
48,238
+25,724
+114% +$1.28M ﹤0.01% 1085
2024
Q3 		$1.14M Buy
22,514
+1,580
+8% +$78.8K ﹤0.01% 1323
2024
Q2 		$1.03M Buy
20,934
+1,972
+10% +$96.7K ﹤0.01% 1265
2024
Q1 		$933K Sell
18,962
-2,610
-12% -$128K ﹤0.01% 1266
2023
Q4 		$1.06M Buy
21,572
+576
+3% +$27.8K ﹤0.01% 1149
2023
Q3 		$1.01M Sell
20,996
-5,807
-22% -$279K ﹤0.01% 1093
2023
Q2 		$1.29M Sell
26,803
-26,999
-50% -$1.31M 0.01% 241
2023
Q1 		$2.61M Buy
53,802
+15,221
+39% +$733K 0.03% 186
2022
Q4 		$1.87M Sell
38,581
-5,533
-13% -$264K 0.02% 180
2022
Q3 		$2.09M Buy
+44,114
New +$2.14M 0.03% 168

Other funds holding SLQD

WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's SLQD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 0.14% in Q3 2026, selling an estimated $5.2K and leaving 75,030 shares worth $3.71M. The position accounts for 0.01% of the portfolio, ranked #1271.

Wealth Enhancement Advisory Services first reported a position in SLQD in Q3 2022 and has held it in 17 quarters since. The position peaked at $4.55M in Q3 2025. 22 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 75,030 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $3.71M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 104 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $5.2K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1271 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.55M in Q3 2025.
  • 22 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.